Cape Investment Advisory, Inc.
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1944437
MCDONOUGH, GA
Position in CM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,025
+$673 QoQ
Shares Held
35
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#535
of 558 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $3,913,628 across 14 Banks - Diversified names. CM ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,306 | $1,409,482 | |
| 2 | BAC |
Bank Of America Corp /De/
|
16,523 | $941,479 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,205 | $760,700 | |
| 4 | C |
Citigroup Inc
|
2,304 | $322,467 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
673 | $97,321 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
3,819 | $90,052 | |
| 7 | TD |
Toronto Dominion Bank
|
619 | $75,165 | |
| 8 | BCS |
Barclays PLC
|
2,795 | $75,073 |
All Filings in CM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,025 | 35 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $3,352 | 37 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||